Policyholder Collaboration

All Products > ClaimXperience Administrator > Settings > Collaboration > Policyholder Collaboration

3 articles

Administrator: How do I hide the Policyholder Preferences feature?

Click your name at the top of your dashboard. Select Administration. Click Settings in your Administration menu. Click COLLABORATION. Click the Policyholder Preferences switch in the Policyholder Col…

Updated 1 year ago by Jennifer B.

Administrator: What options can I make available to policyholders and team members?

From the Collaboration tab administrators can change preferences to the Policyholder Collaboration site options and Video Collaboration options Policyholder Collaboration Policyholder Action Emails...

Updated 1 year ago by Jennifer B.

Administrator: How to I prevent policyholders from being invited to a ClaimXperience project?

If this option is disabled, policyholders can still be invited to join live calls, work on custom tasks, and submit Additional Living Expense receipts using external invite methods. Click Settings in…

Updated 1 year ago by Jennifer B.